Spectrum Planning & Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,971	Closed	-$236K	–	44
2021 Q4	$236K	Buy	2,971 +75	+3%	+$5.97K	0.21%	46
2021 Q3	$227K	Buy	+2,896	New	+$232K	0.22%	42

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spectrum Planning & Advisory Services's ESGD Position: Q1 2022 in Review

Spectrum Planning & Advisory Services sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 2,971 shares — an estimated $236K sold.

Spectrum Planning & Advisory Services first reported a position in ESGD in Q3 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

Spectrum Planning & Advisory Services reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 2,971 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $236K.
Spectrum Planning & Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and held it in 2 quarters.
Spectrum Planning & Advisory Services's iShares ESG Aware MSCI EAFE ETF position peaked at $236K in Q4 2021.
483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.